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Read more about the article Budget 2021 – Budget About Choices (Growth VS. Fiscal and Corporate VS. Individuals)

Budget 2021 – Budget About Choices (Growth VS. Fiscal and Corporate VS. Individuals)

  • Post author:Shubham Sharma
  • Post published:October 27, 2023
  • Post category:Union Budget

Challenges of the Government Pre-Covid: Demonetisation and implementation of GST did have some impact on the economy. The economy was struggling with poor growth even pre-Covid times. The private sector companies…

Continue ReadingBudget 2021 – Budget About Choices (Growth VS. Fiscal and Corporate VS. Individuals)
Read more about the article What Are Some Golden Rules Of Financial Planning

What Are Some Golden Rules Of Financial Planning

  • Post author:Shubham Sharma
  • Post published:October 26, 2023
  • Post category:Financial Planning

‘Money’ is not everything but ‘Everything’ needs money! If we decode this saying we will understand that to lead a purposeful and satisfactory life we need money at every step…

Continue ReadingWhat Are Some Golden Rules Of Financial Planning
Read more about the article Why is a Personal Financial Advisor Important?

Why is a Personal Financial Advisor Important?

  • Post author:Shubham Sharma
  • Post published:October 26, 2023
  • Post category:Financial Planning

Sachin Tendulkar is one of the greatest batsmen yet he needed a coach to excel in his career. India has climbed up the Badminton ranks after Gopichand set the world-class…

Continue ReadingWhy is a Personal Financial Advisor Important?
Read more about the article The Falling Rupee Concern of NRIs Investing in India

The Falling Rupee Concern of NRIs Investing in India

  • Post author:Shubham Sharma
  • Post published:October 26, 2023
  • Post category:Investment Planning

Twenty years ago, the Rupee to a Dollar was at 45.98 (1USD = INR 45.98); the same today stands at INR 73.376 (1USD = INR 73.376). Dollar has just been…

Continue ReadingThe Falling Rupee Concern of NRIs Investing in India
Read more about the article How to Plan Your Retirement Using Mutual Funds?

How to Plan Your Retirement Using Mutual Funds?

  • Post author:Shubham Sharma
  • Post published:October 26, 2023
  • Post category:Retirement Planning

As you journey towards retirement, mutual funds can be powerful allies in securing your financial future. These versatile investment vehicles provide an array of opportunities for wealth accumulation and portfolio…

Continue ReadingHow to Plan Your Retirement Using Mutual Funds?
Read more about the article Who Should Get a Financial Advisors?

Who Should Get a Financial Advisors?

  • Post author:Shubham Sharma
  • Post published:October 26, 2023
  • Post category:Financial Planning

Have you ever felt guilty for spending more money than you intended to? Saving & budgeting can work in your favor, yet you procrastinate on this task? The emotion you…

Continue ReadingWho Should Get a Financial Advisors?
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Virtual Financial Advisory Across India: Serving Major clientele in these cities

Financial Planner In Bangalore | Financial Planner In Delhi | Financial Planner In Mumbai | Financial Planner In Chennai | Financial Planner In Pune | Financial Planner In Indore | Financial Planner In Gurugram | Financial Planner In Ahmedabad | Financial Planner In Hyderabad | Financial Planner In Kolkata

Manu Choudhary

Manu Choudhary is a Senior Wealth Manager at Fincart, with over three years of experience in wealth management. She holds the Certified Private Wealth Planner (CPWP) designation from CIEL and NISM V-A certification.

Manu manages the financial affairs of more than 70 families, specializing in tax, estate, investment, and retirement planning. She crafts personalized strategies that cater to both immediate and future goals, prioritizing trust and relationship-building in her approach. Committed to guiding clients through every phase of their financial journey, Manu offers expert advice and handholds her clients, makeing a positive impact, ensuring long-term success and financial confidence.

Akanksha Agarwal

Akanksha Aggarwal is an esteemed financial professional, serving as an Associate Vice President at Fincart. With a strong background of over 8 years in wealth management her commitment to client success, makes her a trusted advisor for a broad spectrum of clients.
Armed with advanced certifications in financial planning and wealth management such as Certified Private Wealth Manager by CIEL, IRDA, and NISM certifications.

Akanksha is well-equipped to navigate the complexities of tax, estate, investment, wealth, and retirement planning. Her focused and goal-oriented approach and hunger to keep improvising make her a one-of-a-kind purposeful advisor.

Ankit Sadwal 

Introducing Ankit Sadwal, a dynamic leader in the financial services industry with over 6 years of experience in wealth management and financial planning. As the Associate Vice President at Fincart, Ankit brings a wealth of expertise in crafting personalized financial strategies that align with his client’s long-term goals.

Ankit’s academic credentials include a degree in Bachelor of Commerce and he holds advanced certifications such as CWM and NISM, showcasing his dedication to continuous learning and professional growth. His client-centric approach and deep understanding of market trends have made him a trusted advisor to a diverse clientele. His strategic insights and unwavering commitment to excellence position him as a key player in the dynamic landscape of wealth management.

Vivek Sinha

Vivek is an accomplished corporate professional with an MBA in Marketing and extensive experience in Sales & Business Development across multiple industries. As the Head of the Corporate Vertical and Workshop coordinator for Fincart, he has led numerous successful initiatives, driving growth and fostering strong client relationships.  

With over 300+ hours of workshop facilitation, he has honed his ability to engage diverse audiences, providing valuable insights and practical solutions. His leadership in the corporate sector is marked by a deep commitment to empowering businesses and individuals through tailored financial education and awareness programs.

Ambika Sharma

Ambika Sharma is an established financial advisor with over 5+ years of experience in wealth management. She specializes in helping high-net-worth individuals and families achieve their financial goals through tailored investment strategies, estate planning, risk planning & Tax planning and retirement solutions.

Ambika is known for her deep understanding of market trends, her ability to simplify complex financial concepts, and her commitment to client education and empowerment. Ambika believes that financial success is not just about accumulating wealth, but about creating a secure and fulfilling future. She is passionate about educating her clients and empowering them to make informed financial decisions. Her client-first approach and dedication to excellence have earned her a reputation as a trusted advisor in the finance industry.

Ratan Priya

Ratan Priya is an accomplished Certified Private Wealth Manager and Senior Team Lead at Fincart, possessing over a good number of years of experience in wealth management. She holds a degree in B.Com (Hons) from the University of Delhi. Ratan also holds advanced certifications such as the Certified Private Wealth Manager (CPWM) and NISM V(A). 

Leading a highly skilled team of wealth managers, Ratan Priya demonstrates expertise in tax, estate, investment, and retirement planning, providing customized strategies aligned with clients’ long-term objectives. Ratan Priya is dedicated to supporting clients throughout each phase of their financial journey, offering personalized, strategic counsel focusing on long-lasting success.

Yash Tawri

Yash Tawri is a seasoned Senior Manager in Wealth Management with over 3 years of experience in delivering expert financial strategies and managing high-net-worth portfolios. With an MBA in Finance and Investment Banking and advanced certifications such as the Certified Private Wealth Manager (CPWM) and NISM V(A), Yash brings a wealth of knowledge and practical expertise to the financial sector.

As a sought-after speaker, Yash leverages his deep understanding of investment strategies, financial planning, and team leadership to provide valuable insights into the world of wealth management. His presentations are known for their clarity, actionable takeaways, and real-world applications, making complex financial concepts accessible to diverse audiences.

Navsheen Jutshi

Meet Navsheen, a seasoned financial expert with a strong foundation in business economics and a proven track record in wealth management. Holding a postgraduate degree in Business Economics, she has honed their skills through 4 years of experience in financial planning and portfolio management. 

Navsheen’s expertise has enabled her to successfully manage the portfolios of 70-75 families, providing personalized financial solutions and guidance.  With a passion for staying up-to-date on industry trends and best practices, she is a trusted advisor for those seeking to secure their financial future. 

Vivek singhal

Vivek, the bright star of the Fincart team. He is an expert in Wealth management and currently serves as the Assistant Vice President. Vivek holds prestigious certifications including CPWM (Certified Private Wealth Manager) and various NISM certifications (V(A), XXI(A), X(A), X(B), XVII), highlighting his expertise in wealth management and regulatory compliance.

Leading a dedicated team of 10 wealth managers Vivek’s leadership and strategic acumen are pivotal in delivering tailored financial solutions and driving client success in wealth management. 

Anmol

Anmol is a seasoned Certified Financial Planner and Assistant Vice President at Fincart, bringing over a decade of experience in wealth management. She has earned her financial planning credentials from the University of Florida and holds the Certified Private Wealth Manager (CPWM) designation, along with NISM degrees.

Leading a dedicated team of wealth managers, Anmol excels in tax, estate, investment, and retirement planning, offering tailored strategies that align with clients’ long-term goals. Anmol is devoted to guiding clients through every stage of their financial journey with personalized, strategic advice and a focus on enduring success.

Ravi Sharma

Ravi is the co-founder and director at Fincart, with over a decade of experience in wealth management Read more. He holds an MBA in Finance, a postgraduate diploma in financial planning and wealth management, a licentiate in Insurance, and has earned his domain-related certifications from NISM.

Ravi is one of the youngest and most successful wealth managers in the country. He currently manages the team of 80+ weath managers and financial advisors across four metro cities – Delhi, Bengaluru, Kolkata & Mumbai. His approach emphasizes trust and relationship-building, with a strong commitment to community impact through active societal contributions.

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